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Charles Schwab & Co., Inc. CRD 5393
955,800 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-02 |
Branch Locations
630 Crane Creek Drive Suite 305, Augusta, GA 30907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Augusta | GA | 05/2023 | Present |
| Better Business Innovation & Technology Llc | Augusta | GA | 02/2017 | 04/2023 |
| A Southern Lifestyle Company | Pooler | GA | 06/2020 | 08/2022 |
| Rivers & Glen Trading Co. | Augusta | GA | 11/2016 | 08/2017 |
| Seabolt Brokers | Savannah | GA | 08/2017 | 11/2019 |
| Lyft - Rideshare Driver | Irving | TX | 09/2016 | 11/2016 |
| New Fire Media | North Augusta | SC | 04/2015 | 09/2016 |
| Unemployed | Savannah | GA | 12/2019 | 05/2020 |
1) Codeword LLC | Investment Related:No|1410 DONELSON PIKE STE B6|Retail|Minority Owner|2025-06-19|Less than 20|0|Attend meeting in Nashville once a year. No financial services or investment related responsibilities. 2) Better Business Innovation & Technology LLC|Investment Related:No|Computer/IT Services|Single Member LLC|2017-01-29|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Domestic LLC I started in 2017 when I conducted freelance point of sale set up and IT support in Augusta, GA and Savannah, GA. LLC is still registered Active/Compliant with the State of Georgia.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
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